中煙香港控股股東層面重組,盤中股價飆漲逾14%
今日中煙香港開盤迅速拉高,截至發稿,已大漲逾14%,報16.9港元,成交超1.01億港元,最新總市值117.17億港元。

9月15日晚間,中煙香港發佈公告稱,已接獲公司直接控股股東中煙國際集團有限公司(中煙國際集團)通知,於2020年9月2日,中煙國際集團唯一股東及中國煙草總公司全資附屬公司中國煙草國際有限公司(中煙國際)已向中國煙草總公司轉讓其持有的全部中煙國際集團已發行股本。緊隨轉讓後,中煙國際集團已成為中國煙草總公司的直接全資附屬公司。
緊接轉讓前,中國煙草總公司間接通過中煙國際及中煙國際集團持有公司5億股股份,佔公司於本公告日期全部已發行股本的約72.29%。緊隨轉讓後,中國煙草總公司間接通過中煙國際集團繼續持有相關股份。
中煙香港於近日發佈了2020年中期業績,受疫情影響,公司上半年經營業績大幅下滑。截至2020年6月30日止6個月,公司收入18.85億港元,同比減少52%;期間淨利潤5721萬港元,同比減少56%;每股盈利0.08港元。
期間公司煙葉類產品出口營業收入10.37億港元,同比增加0.15億港元,增幅為1.5%;新型煙草製品出口營業收入360萬港元,同比增加180萬港元,增幅為93.2%。中期業績發佈後,中煙香港股價連續多日下跌。
中金公司認為,中煙香港上半年業績符合此前盈利警告,大幅下滑主因全球新冠疫情蔓延對公司業務造成衝擊所致,新型煙草成為增長亮點。下半年公司業務有望逐步恢復,新型煙草業務值得期待。
公司未來不排除在適當情形納入中煙公司體內同類業務可能,同時部分IPO 募集資金將用於收購煙葉產品供應商、捲煙品牌、新型煙草製品品牌等方向,有利於公司市場份額的進一步提升。
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